Insights & Resources
Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.
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Estate & Trust Planning
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
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Estate & Trust Planning
March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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Estate & Trust Planning
June 04, 2024
What You Need to Know When Inheriting an IRA
In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.
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